Templates
Workflow templates.
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Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Automated Pediatric Therapy Appointment Reminders
Each evening, WebRun pulls the next-day schedule from Jane, drafts appointment reminder messages for each family, and queues them for staff to review and send so families arrive prepared.
Automated Nutrition Weekly Caseload Digest
Every Monday morning, WebRun compiles your active caseload, no-shows, and upcoming appointments from Healthie into a concise digest and posts it directly to Slack, so you begin the week fully informed.
Automated Nutrition Monthly Superbill Drafts
At the end of each month, WebRun compiles session details from Healthie and drafts a complete superbill for each client who needs one, ready for your review before sending.
Automated Nutrition Appointment Reminders
Before each appointment, WebRun drafts a personalised reminder for every client and queues it for your review, so no-show rates drop without any manual effort.
Automated Nutrition Client Review Requests
A day after each completed session, WebRun drafts a personalised review request for the client and queues it for your approval, so positive outcomes become visible online.
Automated Nutrition Program Renewal Reminders
Two weeks before a client's program ends, WebRun drafts a personalised renewal offer and queues it for your review, so continuity of care is never left to chance.
Automated Nutrition Package Expiry Reminders
When a client's package is nearing its expiry date, WebRun drafts a timely reminder and queues it for your review, so unused credits are redeemed and renewal conversations happen naturally.
Automated Nutrition No-Show Recovery Messages
After a no-show, WebRun drafts a warm recovery message and a rebooking prompt for each client and queues them for your review, so missed sessions turn into rescheduled ones.
Automated Nutrition Discovery Call Follow-Ups
After a discovery call, WebRun drafts a personalised follow-up message for each lead and queues it for your review, so potential clients get a timely, professional response while your impression is still fresh.
Automated Nutrition Lapsed Client Winback
Each week, WebRun identifies clients who have not had a session in 60 or more days, drafts a warm re-engagement message for each, and queues them for your review so lapsed relationships become active ones again.
Automated Nutrition Client Intake Form Collection
When a new client books, WebRun drafts a welcome message with intake form links and chases any outstanding forms before the appointment, so you walk in fully prepared.
Automated Nutrition Food Journal Review Flags
Every morning, WebRun scans client food journal entries in Practice Better, flags those with missed logging streaks or nutritional patterns that warrant a check-in, and posts a prioritised review list to Slack so nothing slips between sessions.
Automated Nutrition Client Check-Ins
Midway through each week, WebRun drafts a personalised accountability check-in for every active client and queues it for your review, so momentum never stalls between appointments.
Automated Nutrition Client Balance Reminders
Each week, WebRun finds clients with unpaid balances in Healthie, drafts polite payment reminders for your review, and posts an outstanding balance summary to Slack so nothing slips through.
Automated Moving Company Weekly Bookings Report
Every Monday, WebRun pulls last week's bookings, revenue, and conversion data from SmartMoving, compiles a concise summary, and posts it to your management Slack channel so the week begins with the full picture.
Automated Moving Survey Scheduling
When a prospect requests a moving survey, WebRun finds a free slot in your calendar, drafts a confirmation email with the appointment details, and queues it for your team to send.
Automated Moving Storage Monthly Billing
At the start of each month, WebRun checks your active storage units, calculates the monthly charge for each customer, and drafts an invoice email with a payment link for your team to review and send.
Automated Moving Review Request Emails
The day after a move is marked complete, WebRun drafts a personalized review request email for the customer, linking to Google and other review platforms, and queues it for your team to send.
Automated Moving Quote Follow-Up
When a prospect receives a moving estimate, WebRun follows up automatically with a tailored sequence, answers common questions, and flags warm leads for your sales team to close.
Automated Moving Pre-Move Reminders
In the days before a move, WebRun drafts reminder emails with a personalized checklist covering packing, parking, elevator bookings, and payment, so customers arrive prepared and moves run on time.
Automated Moving Lost Quote Winback
When a moving estimate goes 7 days without a booking, WebRun drafts a winback email offering a reason to reconsider, and alerts your team in Slack so the right person can personalize and send it before the move date passes.
Automated Moving Lead Speed-to-Lead Response
The moment a new lead submits a moving inquiry, WebRun drafts a personalized reply with estimated pricing guidance and next steps, and alerts your sales team in Slack so no lead waits more than a few minutes for a response.
Automated Moving Final Balance Reminders
In the 48 hours before a move, WebRun drafts a final balance reminder with a payment link for every job that still has an outstanding amount, so your crew is never chasing payment at the door.
Automated Moving Deposit Collection
After a move is booked, WebRun drafts deposit request emails with a payment link for customers who have not yet paid, so your team can send them quickly and secure the job.
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